Sales probabilities in resource planning

This application is an Additional Feature . The corresponding config set can be found here .

Application

This additional feature provides three Utilization Graphs for resource planning on phases:

• Phase weighted
• Offer/Sold
• Offer/Sold Weighted

Weighted means that the probability on the project phase is taken into account.

With this additional feature, the Probability field is displayed on the project phase and the system setting Status for new project phases is set to Angebot provided.

We recommend using it together with the additional Additional Feature Root Folder Sales , which implements this Field Probability on the project phase and the related workflow.

Utilization graphs

Phase weighted	This plot takes into account the probabilities specified on the phase (planned values are multiplied by the probability/100).
Offer/Sold	In this presentation, the phases of productive projects in Angebot and Verkauft structured and all internal projects as Intern summarized. Under Angebot all phases appear with the offer. Under Verkauft all phases appear with the Granted or Completed. Phases with the Rejected are not considered.
Offer/Sold Weighted	In contrast to offer/sell, this representation takes into account the probabilities indicated on the phase (the planned values are multiplied by the probability/100). Under Angebot all phases appear with the Status offer. Under Verkauft all phases appear with the Status Granted or Completed. Phases with the Status Rejected are not considered.

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• The resource planning and budget & phases modules must be licensed.
• The System Setting Planning Level must be set to phases.
• This additional feature only works with the standard resource planning, i.e. the Additional feature resource planning with worker assignments may not be used.

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: